In the News

Title

Protect yourself when picking financial advisers

Featured Degree or Designation

CLU®, ChFC®, CFP®

Document Type

Article

Publication Date

2-19-2016

Abstract

Choosing a financial adviser can seem like a daunting task, but experts say it all comes down to building trust.

The No. 1 rule when working with a financial adviser is to not give them cash, said Bill Bowman, a CPA and senior adviser at Oshkosh-based Aegis Financial.